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Create a plan that is all about you with Merrill Personal Wealth Analysis®

Working one-on-one with a Merrill advisor, Personal Wealth Analysis can help you easily define and prioritize your goals, take stock of your finances and evaluate tradeoffs to create an easy-to-read, personalized plan that will help you navigate your personal financial journey. And if your situation changes, you and your advisor can work together to update your plan to help you stay on track towards your goals.

Start with this Financial Plan Checklist
  • Speech bubble
    Focus on what matters most

    Share your finances and feelings about investing to help create a plan that is all about you.

  • Target
    Set and prioritize goals

    Evaluating your goals and determine which are essential, like saving for retirement, and which are more aspirational.

  • Checklist
    Review your finances

    Take stock of what you own and what you owe, as well as your sources of income, so you know where you stand.

  • Thought bubble
    Evaluate your options

    Weigh the tradeoffs you may want to make to increase the chances of reaching all of your goals.

  • Handshake
    Identify potential solutions

    Look at solutions from Merrill and Bank of America to assess which may best help you pursue your goals.

  • Mobile phone
    Easily access your analysis

    Review your plan anytime, sent via secure email or uploaded to your MyMerrill document library.

Preview highlights of a Merrill Personal Wealth Analysis®

Knowledge brings confidence.

Personal Wealth Analysis is all about building a personalized plan to address what matters most to you — and more importantly, helping you achieve your goals.

For illustrative purposes only.

Connect with your Merrill advisor to learn more.

 

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Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. 

This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

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Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
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